Position in CRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$409,509
-$91,699 QoQ
Shares Held
2,614
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,668
of 2,451 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $6,218,425 across 7 Software - Application names. CRM ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
24,586 | $2,807,229 | |
| 2 | UBER |
Uber Technologies, Inc
|
14,752 | $1,064,504 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,520 | $788,304 | |
| 4 | PAYX |
Paychex Inc
|
5,321 | $523,213 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
2,614 | $409,509 | |
| 6 | SNOW |
Snowflake Inc.
|
1,590 | $404,655 | |
| 7 | ADBE |
Adobe Inc.
|
1,078 | $221,011 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,509 | 2,614 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $501,208 | 2,685 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $536,972 | 2,027 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $480,399 | 2,027 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $547,834 | 2,009 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $506,932 | 1,889 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $621,519 | 1,859 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $522,238 | 1,908 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $490,289 | 1,907 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $483,092 | 1,604 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $424,707 | 1,614 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $339,250 | 1,673 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $359,564 | 1,702 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $377,384 | 1,889 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $241,578 | 1,822 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $394,696 | 2,744 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $395,600 | 2,397 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $449,693 | 2,118 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $377,128 | 1,484 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $353,942 | 1,305 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $318,772 | 1,305 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $275,007 | 1,298 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $235,881 | 1,060 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $265,896 | 1,058 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||